This social event is a great way to get to know your CERTIFIED FINANCIAL PLANNER™ professional in a casual setting. Bring a friend or two, and spend an afternoon brewing your own beer. A few weeks later, we’ll return to the brewery to bottle your beer.
Y’all come down to Navigoe’s End of Summer BBQ for some finger lickin’ good BBQ food, s’mores over the fire pit, caricature artist, and beer tasting competition featuring beers brewed by Navigoe clients.
A decade ago, estate planning was all about avoiding probate and finding ways to minimize estate taxes. Now, with the estate tax not starting until a married couple’s assets are over $10 million, the focus has switched to proper wealth transfer strategies. Join us to hear an estate planning attorney and Navigoe Founder Scott Leonard discuss the latest trends in wealth transfer and how adding an administrative trustee can help assist trustees in carrying out trust rules.
We are anticipating that Congress will introduce new tax laws in 2017. Join Navigoe and a local tax expert for an overview of the new tax code and what you need to know for tax planning in 2017.
Once again, Navigoe will be an official collection site for Toys-for-Tots. Stop by the office anytime during business hours, and drop of a new, unwrapped toy for a family in need.
Tell us what topics you’d like to learn more about, and we’ll email you when we announce new events related to your interests.
Navigoe works closely with you to achieve true prosperity, focusing just as much on building your wealth as building our relationship with you. With our team by your side, you can look forward to feeling confidence and clarity every step of the way.
Much like sailing, having a smooth financial voyage requires having the right crew. Each member of our team has a unique reason for choosing this profession, but we all share a common goal: to help you navigate to the financial life you always wanted.